See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,120 | $102,966-52.3% | $90,281-45.6% | $152,861-67.9% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.4%+8.0pp |
| Annual return | 30.55% | 95.16%-64.6pp | 78.10%-47.5pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,131 | $3,139-64.0% | $2,854-60.4% | $4,762-76.2% |
| Participant deferral / active EE | $2,383 | $4,281-44.3% | $3,885-38.7% | $5,850-59.3% |
| Admin fee / account holder | $364 | $6,171-94.1% | $5,351-93.2% | $11,596-96.9% |